Stifel Financial Corp
SF- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000720672
In the last 90 days, Stifel Financial Corp insiders filed 0 open-market purchases and 1 sale; 596 institutions reported holding it in 13F filings for Q2 2026, worth $9.64B in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Stifel Financial Corp as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 510
- +72 vs. Q3 2024
- Shares held
- 87.6M
- −337.5K (−0.4%) vs. Q3 2024
- Total value
- $9.29B
- +$1.03B (+12.5%) vs. Q3 2024
- New holders
- 93
- 162 more added
- Sold out
- 21
- 174 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 596 | $9.64B |
| Q1 2026 | 635 | $10.3B |
| Q4 2025 | 630 | $11.3B |
| Q3 2025 | 552 | $9.96B |
| Q2 2025 | 488 | $9.31B |
| Q1 2025 | 523 | $8.43B |
| Q4 2024 | 510 | $9.29B |
| Q3 2024 | 444 | $8.27B |
| Q2 2024 | 436 | $7.35B |
| Q1 2024 | 433 | $6.67B |
| Q4 2023 | 378 | $5.83B |
| Q3 2023 | 366 | $5.33B |
| Q2 2023 | 369 | $5.15B |
| Q1 2023 | 367 | $5.17B |
| Q4 2022 | 362 | $5.16B |
| Q3 2022 | 335 | $4.64B |
| Q2 2022 | 353 | $5.04B |
| Q1 2022 | 367 | $6.06B |
| Q4 2021 | 348 | $6.18B |
| Q3 2021 | 329 | $6.05B |
| Q2 2021 | 342 | $5.74B |
| Q1 2021 | 305 | $5.78B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 4,088 | $434.0K | 0.00% | +148+3.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,992 | $423.5K | 0.00% | +3,992 | New |
| Nisa Investment Advisors, LLC | 3,977 | $421.9K | 0.00% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 3,943 | $418.3K | 0.11% | +3,943 | New |
| Legacy Capital Wealth Partners, LLC | 3,936 | $417.6K | 0.10% | +190+5.1% | Added |
| TAP Consulting, LLC | 3,912 | $415.0K | 0.08% | 00.0% | Unchanged |
| Covenant Partners, LLC | 3,872 | $410.7K | 0.13% | 00.0% | Unchanged |
| Shelton Capital Management | 3,869 | $410.4K | 0.01% | −152−3.8% | Reduced |
| Oak Thistle LLC | 3,831 | $406.4K | 0.12% | +3,831 | New |
| Ci Investments Inc. | 3,784 | $401.0K | 0.00% | +463+13.9% | Added |
| Perigon Wealth Management, LLC | 3,531 | $394.9K | 0.01% | +153+4.5% | Added |
| TownSquare Capital, LLC | 3,665 | $388.8K | 0.00% | −125−3.3% | Reduced |
| SG Americas Securities, LLC | 3,632 | $385.0K | 0.00% | +1,946+115.4% | Added |
| Northwestern Mutual Wealth Management Co | 3,599 | $381.7K | 0.00% | +1,899+111.7% | Added |
| Rehmann Capital Advisory Group | 3,565 | $378.2K | 0.02% | +331+10.2% | Added |
| Fifth Third Wealth Advisors LLC | 3,525 | $373.9K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,471 | $368.2K | 0.00% | −546−13.6% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $366.0K | 0.07% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 3,388 | $359.4K | 0.01% | +23+0.7% | Added |
| Roberts Glore & Co Inc | 3,275 | $347.4K | 0.10% | −200−5.8% | Reduced |
| Intrust Bank NA | 3,275 | $347.4K | 0.04% | +622+23.4% | Added |
| Tudor Investment Corp Et Al | 3,240 | $343.7K | 0.00% | +3,240 | New |
| Forum Financial Management, LP | 3,219 | $341.5K | 0.01% | +631+24.4% | Added |
| Bridgewater Associates, LP | 3,204 | $339.9K | 0.00% | −7,612−70.4% | Reduced |
| XTX Topco Ltd | 3,194 | $338.8K | 0.03% | +3,194 | New |
| Sherbrooke Park Advisers LLC | 3,190 | $338.4K | 0.11% | +3,190 | New |
| Visionary Wealth Advisors | 3,187 | $338.1K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,183 | $337.7K | 0.00% | +164+5.4% | Added |
| United Capital Financial Advisers, LLC | 3,149 | $334.0K | 0.00% | −23−0.7% | Reduced |
| Caxton Associates LP | 3,144 | $333.5K | 0.01% | +3,144 | New |
| Kestra Advisory Services, LLC | 3,120 | $331.0K | 0.00% | −144−4.4% | Reduced |
| HighPoint Advisor Group LLC | 3,030 | $328.4K | 0.02% | +54+1.8% | Added |
| CAPROCK Group, Inc. | 3,063 | $324.9K | 0.01% | +239+8.5% | Added |
| HCR Wealth Advisors | 3,038 | $322.3K | 0.04% | −20−0.7% | Reduced |
| Freestone Capital Holdings, LLC | 3,025 | $320.9K | 0.01% | 00.0% | Unchanged |
| Busey Wealth Management | 3,006 | $318.9K | 0.01% | 00.0% | Unchanged |
| Smith, Moore & Co. | 2,995 | $317.7K | 0.03% | −350−10.5% | Reduced |
| Diversify Advisory Services, LLC | 3,003 | $312.3K | 0.02% | −243−7.5% | Reduced |
| M&T Bank Corp | 2,931 | $310.9K | 0.00% | +286+10.8% | Added |
| Clearstead Advisors, LLC | 2,899 | $307.5K | 0.00% | +6+0.2% | Added |
| Parallel Advisors, LLC | 2,886 | $306.1K | 0.01% | +12+0.4% | Added |
| Worldquant Millennium Advisors LLC | 2,846 | $301.9K | 0.00% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,842 | $301.5K | 0.02% | −220−7.2% | Reduced |
| Integrated Wealth Concepts LLC | 2,823 | $299.5K | 0.00% | −107−3.7% | Reduced |
| Stephens Inc | 2,795 | $296.5K | 0.00% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,790 | $296.0K | 0.01% | +7+0.3% | Added |
| Private Advisor Group, LLC | 2,723 | $288.8K | 0.00% | −202−6.9% | Reduced |
| Ritholtz Wealth Management | 2,712 | $287.7K | 0.01% | −11−0.4% | Reduced |
| Formidable Asset Management, LLC | 2,700 | $286.4K | 0.05% | −1,000−27.0% | Reduced |
| ETF Store, Inc. | 2,672 | $283.4K | 0.35% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 2,656 | $281.7K | 0.01% | −264−9.0% | Reduced |
| Grant Private Wealth Management Inc | 2,650 | $281.1K | 0.30% | +2,650 | New |
| Peapack Gladstone Financial Corp | 2,642 | $280.0K | 0.00% | −7−0.3% | Reduced |
| GeoWealth Management, LLC | 2,636 | $279.6K | 0.01% | +2,193+495.0% | Added |
| IFP Advisors, Inc | 2,615 | $279.6K | 0.01% | +50+1.9% | Added |
| Congress Wealth Management LLC | 2,620 | $277.9K | 0.00% | +2,620 | New |
| Wolverine Trading, LLC | 2,616 | $277.7K | 0.01% | +2,616 | New |
| Sapient Capital LLC | 2,594 | $275.2K | 0.01% | −195−7.0% | Reduced |
| Greenleaf Trust | 2,589 | $274.6K | 0.00% | +48+1.9% | Added |
| Harvest Fund Management Co., Ltd | 2,559 | $271.0K | 0.01% | +2,069+422.2% | Added |
| Synovus Financial Corp | 2,550 | $270.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,526 | $267.9K | 0.00% | +160+6.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,498 | $265.0K | 0.01% | −24−1.0% | Reduced |
| Profund Advisors LLC | 2,481 | $263.2K | 0.01% | −119−4.6% | Reduced |
| Icon Wealth Advisors, LLC | 2,462 | $261.2K | 0.02% | +100+4.2% | Added |
| Financial Counselors Inc | 2,433 | $258.1K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 2,365 | $251.1K | 0.00% | −275−10.4% | Reduced |
| Virtu Financial LLC | 2,355 | $250.0K | 0.01% | +2,355 | New |
| Allianz Asset Management GmbH | 2,355 | $249.8K | 0.00% | −5,683−70.7% | Reduced |
| US Asset Management LLC | 2,349 | $249.0K | 0.22% | +2,349 | New |
| Rafferty Asset Management, LLC | 2,337 | $247.9K | 0.00% | −26−1.1% | Reduced |
| Savant Capital, LLC | 2,336 | $247.8K | 0.00% | +2+0.1% | Added |
| Diametric Capital, LP | 2,326 | $246.7K | 0.17% | +2,326 | New |
| Blair William & Co | 2,323 | $246.4K | 0.00% | +10.0% | Added |
| HB Wealth Management, LLC | 2,314 | $245.5K | 0.00% | +2,314 | New |
| Kestra Private Wealth Services, LLC | 2,289 | $242.8K | 0.00% | −12−0.5% | Reduced |
| Essex Financial Services, Inc. | 2,288 | $242.7K | 0.02% | +18+0.8% | Added |
| Country Trust Bank | 2,250 | $238.7K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 2,230 | $237.0K | 0.02% | +2,230 | New |
| Foundations Investment Advisors, LLC | 2,231 | $236.7K | 0.00% | −139−5.9% | Reduced |
| Kraft, Davis & Associates, LLC | 2,185 | $235.0K | 0.07% | −13−0.6% | Reduced |
| Evergreen Capital Management LLC | 2,199 | $233.3K | 0.01% | +2,199 | New |
| Trueblood Wealth Management, LLC | 2,195 | $232.8K | 0.11% | −400−15.4% | Reduced |
| Drive Wealth Management, LLC | 2,143 | $227.4K | 0.06% | +2,143 | New |
| Machina Capital S.A.S. | 2,092 | $221.9K | 0.09% | +2,092 | New |
| Evelyn Partners Investment Management Services Ltd | 2,080 | $220.6K | 0.04% | +2,080 | New |
| Metis Global Partners, LLC | 2,075 | $220.1K | 0.01% | −265−11.3% | Reduced |
| Quadrant Capital Group LLC | 2,060 | $218.5K | 0.02% | +138+7.2% | Added |
| Winebrenner Capital Management LLC | 2,040 | $216.4K | 0.17% | +2,040 | New |
| Sage Rhino Capital LLC | 1,980 | $210.0K | 0.05% | +1,980 | New |
| Merit Financial Group, LLC | 1,936 | $205.4K | 0.00% | +1,936 | New |
| Old National Bancorp | 1,925 | $204.2K | 0.00% | +1,925 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,918 | $203.5K | 0.00% | −3,509−64.7% | Reduced |
| TD Private Client Wealth LLC | 1,882 | $199.6K | 0.01% | −826−30.5% | Reduced |
| Hamilton Capital Partners Inc. | 1,837 | $194.9K | 0.01% | −513−21.8% | Reduced |
| CIBC Private Wealth Group, LLC | 1,778 | $192.9K | 0.00% | −376−17.5% | Reduced |
| State of Wyoming | 1,744 | $185.0K | 0.02% | −27−1.5% | Reduced |
| Principal Securities, Inc. | 1,642 | $174.2K | 0.00% | +150+10.1% | Added |
| Point72 Hong Kong Ltd | 1,583 | $167.9K | 0.01% | +1,583 | New |
| DekaBank Deutsche Girozentrale | 1,489 | $156.0K | 0.00% | 00.0% | Unchanged |